GLOBAL RETIREMENT PARTNERS, LLC – iShares Morningstar U.S. Equity ETF Transaction History
GLOBAL RETIREMENT PARTNERS, LLC portfolio value:
$1.24M
portfolio value
GLOBAL RETIREMENT PARTNERS, LLC quarter portfolio value change:
-4.95%
quarter
iShares Morningstar U.S. Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.49% | -1.89K shares | -68K | $49.39 | 23.37K |
| Q2 2022 | share | Decrease | -0.77% | -195 shares | -66K | $51.96 | 25.26K |
| Q1 2022 | share | Increase | 0.00% | 25.46K shares | 1.37M | $62.85 | 25.46K |
| Q4 2021 | share | Decrease | -100.00% | -29.28K shares | -1.77M | $66.66 | 0 |
| Q3 2021 | share | Increase | +82.83% | 13.26K shares | 804K | $60.69 | 29.28K |
| Q2 2021 | share | Decrease | -1.59% | -258 shares | 60K | $60.53 | 16.01K |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $55.73 | 16.27K | |
| Q4 2020 | share | 0.00% | 0 shares | 89K | $53.72 | 16.27K | |
| Q3 2020 | share | Decrease | -8.05% | -1.42K shares | 21K | $48.15 | 16.27K |
| Q2 2020 | share | 0.00% | 0 shares | 123K | $42.94 | 17.7K | |
| Q1 2020 | share | Decrease | -1.47% | -264 shares | -179K | $35.95 | 17.7K |
| Q4 2019 | share | Decrease | -0.62% | -112 shares | 69K | $44.99 | 17.96K |
| Q3 2019 | share | Decrease | -0.13% | -24 shares | 12K | $40.76 | 18.07K |
| Q2 2019 | share | Increase | +8.00% | 1.34K shares | 77K | $39.9 | 18.1K |
| Q1 2019 | share | 0.00% | 0 shares | 73K | $38.26 | 16.76K | |
| Q4 2018 | share | Increase | +2.10% | 344 shares | -94K | $33.91 | 16.76K |
| Q3 2018 | share | Increase | +11.80% | 1.73K shares | 126K | $39.81 | 16.41K |
| Q2 2018 | share | 0.00% | 0 shares | 2K | $36.22 | 14.68K | |
| Q1 2018 | share | Increase | +46.43% | 4.65K shares | 165K | $35.91 | 14.68K |
| Q4 2017 | share | Increase | +35.59% | 2.63K shares | 119K | $37.06 | 10.02K |
| Q3 2017 | share | 0.00% | 0 shares | 8K | $34.97 | 7.39K | |
| Q2 2017 | share | Increase | +2.38% | 172 shares | 15K | $33.8 | 7.39K |
| Q1 2017 | share | 0.00% | 0 shares | 16K | $32.6 | 7.22K | |
| Q4 2016 | share | Increase | 0.00% | 7.22K shares | 240K | $30.35 | 7.22K |